Westmount Partners, LLC
CIK: 0002051491SEC EDGAR →
Portfolio Value
$401.1B
Holdings
246
As of
Q4 2025
New Positions
12
Closed Positions
14
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 170,045 | $46.2B | 11.53% |
| 2 | MICROSOFT CORP | 35,773 | $17.3B | 4.31% |
| 3 | NVIDIA CORPORATION | 89,784 | $16.7B | 4.17% |
| 4 | BROADCOM INC | 48,224 | $16.7B | 4.16% |
| 5 | VANGUARD INDEX FDS | 23,654 | $14.8B | 3.70% |
| 6 | CACI INTL INC | 21,316 | $11.4B | 2.83% |
| 7 | AMAZON COM INC | 41,818 | $9.7B | 2.41% |
| 8 | SPDR S&P 500 ETF TR | 13,741 | $9.4B | 2.34% |
| 9 | ALPHABET INC | 28,644 | $9.0B | 2.24% |
| 10 | BERKSHIRE HATHAWAY INC DEL | 17,049 | $8.6B | 2.14% |
Quarterly Changes
Top Buys
New Positions (8)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 112 | $149.2B | 37.2% |
| Technology | 28 | $117.9B | 29.4% |
| Unknown | 14 | $34.5B | 8.6% |
| Communication Services | 11 | $23.8B | 5.9% |
| Healthcare | 27 | $23.5B | 5.9% |
| Consumer Cyclical | 14 | $19.2B | 4.8% |
| Consumer Defensive | 6 | $13.2B | 3.3% |
| Industrials | 16 | $10.1B | 2.5% |
| Energy | 6 | $4.6B | 1.1% |
| Utilities | 6 | $2.8B | 0.7% |
| Basic Materials | 4 | $1.8B | 0.4% |
| Real Estate | 2 | $555.0M | 0.1% |